TEAM

TEAM

TEAM

Jonathan O. Eng

INVESTMENT OPERATIONS MANAGER

Jon has over 13 years’ experience in the financial services industry. Prior to Birch Hill, Jon was a Senior Operations Analyst at Boston Trust Walden Company. Prior to Boston Trust Walden, Jon held operational leadership positions at State Street Wealth Manager Services, F-Squared Investments and Capital One Financial.

Jon received a B.A. in Economics from the University of Michigan and a J.D. from the University of Maine School of Law.

Q: What are your roles and responsibilities at Birch Hill?
A: I’m part of the team that ensures the operational processes are in place to allow Birch Hill to best meet the needs of our current and future clients.

Q: What about what you do brings you the most personal satisfaction?
A: I enjoy organizing and evaluating procedures  to identify the strengths and areas for improvement.

Q: When you’re not working, how do you spend your time?
A: Partnering with my wife and enjoying the joy and challenge of raising a toddler.

Q: What words do you live by?
A: It’s worth it to put in the time and effort to do it the right way.